Wolff Financial Management’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Hold |
7,034
| – | – | 0.06% | 93 |
|
|
2025
Q1 | $240K | Hold |
7,034
| – | – | 0.07% | 87 |
|
|
2024
Q4 | $221K | Hold |
7,034
| – | – | 0.06% | 90 |
|
|
2024
Q3 | $205K | Buy |
+7,034
| New | +$205K | 0.06% | 98 |
|
|
2024
Q2 | – | Sell |
-8,834
| Closed | -$258K | – | 52 |
|
|
2024
Q1 | $258K | Hold |
8,834
| – | – | 0.08% | 89 |
|
|
2023
Q4 | $233K | Hold |
8,834
| – | – | 0.07% | 90 |
|
|
2023
Q3 | $242K | Buy |
+8,834
| New | +$242K | 0.08% | 85 |
|
|
2023
Q2 | – | Sell |
-8,834
| Closed | -$229K | – | 52 |
|
|
2023
Q1 | $229K | Hold |
8,834
| – | – | 0.08% | 92 |
|
|
2022
Q4 | $213K | Hold |
8,834
| – | – | 0.08% | 95 |
|
|
2022
Q3 | $210K | Hold |
8,834
| – | – | 0.1% | 94 |
|
|
2022
Q2 | $215K | Hold |
8,834
| – | – | 0.1% | 97 |
|
|
2022
Q1 | $228K | Buy |
+8,834
| New | +$228K | 0.09% | 98 |
|
|
2020
Q1 | – | Sell |
-7,600
| Closed | -$214K | – | 80 |
|
|
2019
Q4 | $214K | Hold |
7,600
| – | – | 0.14% | 82 |
|
|
2019
Q3 | $217K | Hold |
7,600
| – | – | 0.16% | 77 |
|
|
2019
Q2 | $219K | Hold |
7,600
| – | – | 0.17% | 77 |
|
|
2019
Q1 | $221K | Buy |
+7,600
| New | +$221K | 0.18% | 75 |
|